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1) Markets & Flows: risk budgets tightened again Digital-asset investment products saw a second straight week of redemptions (~US$1.17B), led by BTC (~US$932M) and ETH (~US$438M) outflows. Select alts (e.g.,...
Morgan IF • 10/11/2025
1) Macro & Markets: a “hawkish cut” and cautious flows Takeaway for CIOs: liquidity improved at the short end, but policy path ambiguity kept risk budgets tight. For digital-asset sleeves,...
Morgan IF • 03/11/2025
1) Markets: risk stabilizes; BTC leads, ETH lags 2) Tokenization: institutional product momentum ticks up 3) Europe: MiCA era shaping capital flows & supervision Morgan House View — implications for...
Morgan IF • 27/10/2025